The Samaritan Family Wellness Foundation

EIN 261596247 Private Foundation

Mequon, WI 53092 |(414) 964-4357

https://www.samaritanfamilywellness.org
Total Given 2016–2024
$1.3M
14 grants · $140K avg/year
based on 9 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$55K
typical mid grants · $5K–$151K
grant size
43%
supporter · 3/7 multi-year
repeat
$33.7M
Assets (2024)
7
Distinct Recipients

Focus Areas

Education Health Religion

Application Information

Accepts Unsolicited Proposals No. Preselected Only
Phone (414) 964-4357
Visit funder website

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2016 $300K $27.5M $2.0M 2
2018 $210K $24.2M $2.8M 1
2020 $125K $28.4M $1.9M 2
2021 $67K $33.0M $2.9M 3
2022 $176K $30.5M $1.5M 3
2023 $279K $31.5M $1.7M 2
2024 $100K $33.7M $1.5M 1

Grant Size Distribution

Based on 14 grants on record

Minimum
$70
25th Pctl
$5K
Median
$55K
Average
$90K
75th Pctl
$151K
Maximum
$300K

Geographic Distribution

Officers & Directors

Grants Awarded (14 total)

Purpose
Episcopal Diocese of Chicago Chicago, IL $300,000 CONTRIBUTION FOR PROGRAMS 2016
UW Foundation Madison, WI $228,800 DONATION FOR THE SFW FOUNDATION PEER WELLNESS COACHING PROGRAM FUND 2023
Episcopal Diocese of Chicago Chicago, IL $210,000 CONTRIBUTION FOR PROGRAMS 2018
UW Foundation Madison, WI $168,550 DONATION FOR THE SFW FOUNDATION PEER WELLNESS COACHING PROGRAM FUND 2022
UW Foundation Madison, WI $100,000 DONATION FOR THE SFW FOUNDATION PEER WELLNESS COACHING PROGRAM FUND 2024
UW Foundation Madison, WI $75,000 DONATION FOR THE REC WELL/UHS WELLNESS PEER COACHING PROGRAM FUND 2020
UW Foundation Madison, WI $60,800 DONATION FOR THE SFW FOUNDATION PEER WELLNESS COACHING PROGRAM FUND 2021
Episcopal Diocese of Chicago Chicago, IL $50,000 CONTRIBUTION FOR PROGRAMS 2020
Episcopal Camps & Conference Centers Chicago, IL $50,000 SUPPORTING SCHOLARSHIPS TO LEADERSHIP SUMMIT, GENERAL SUPPORT 2023
Episcopal Camps & Conference Centers Chicago, IL $5,250 SUPPORTING SCHOLARSHIPS TO LEADERSHIP SUMMIT, GENERAL SUPPORT 2022
St Christopher's Episcopal Church Milwaukee, WI $5,000 WELLNESS CAFE SPONSORSHIP 2021
Sugar River United Methodist Church Verona, WI $2,000 SUPPORT BUILDING REPLICA OF COMPASS IN SANCTUARY 2022
Lombard Mennonite Peace Center Brown Deer, WI $1,275 SCHOLARSHIP FOR ADVANCED TRAINING ON HOW FAMILY SYSTEMS APPLY YO CONGREGATIONS 2021
Aamft Boston, MA $70 CONTRIBUTION FOR PROGRAMS 2016

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